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Advisor at BEACON POINTE ADVISORS, LLC
NEWPORT BEACH, CA | Asheville, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | Independent wealth | Mar 1, 2022 | n/a | yes | Asheville, NC|NEWPORT BEACH, CA | Current employment |
| ALTAVISTA WEALTH MANAGEMENT, INC. | Former SEC adviser | Aug 31, 2015 | Feb 24, 2022 | no | ASHEVILLE, NC | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 14, 2006 | Mar 12, 2013 | no | BRIDGEVILLE, PA|ASHEVILLE, NC | Previous registration |
| WALDRON PRIVATE WEALTH | Independent wealth | Oct 29, 2004 | Jul 31, 2015 | no | BRIDGEVILLE, PA|ASHEVILLE, NC|BRIDGEVILLE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALTAVISTA WEALTH MANAGEMENT, INC. | BEACON POINTE ADVISORS, LLC | Feb 24, 2022 | Mar 1, 2022 | 5 | Firm change | RIA to RIA |
| WALDRON PRIVATE WEALTH | LPL FINANCIAL LLC | Jul 31, 2015 | Mar 14, 2006 | -3,426 | Firm change after gap | Other |
| LPL FINANCIAL LLC | ALTAVISTA WEALTH MANAGEMENT, INC. | Mar 12, 2013 | Aug 31, 2015 | 902 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 122326:119290:NC:2022-02-24 | Feb 24, 2022 | Mar 1, 2022 | ASHEVILLE, NC | Firm change |